The Minutes of Brad Gerstner on discipline https://minutesof.com/brad-gerstner/on/discipline/ Everything Brad Gerstner has said on discipline: 2 verbatim quotes between June 2020 and October 2023, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner reveals Altimeter has passed on 75 AI investment opportunities in the last twelve months. https://minutesof.com/q/1ca388e2-ebae-4d03-9017-44ca1f0f0ccf/ https://minutesof.com/q/1ca388e2-ebae-4d03-9017-44ca1f0f0ccf/ “Today to me, you know, we've passed on 75 AI businesses over the course of the last twelve months that we've looked at, not because we don't think those are good founders or maybe even good business models,” — FII Institute Thu, 26 Oct 2023 02:01:13 +0000 discipline Gerstner nearly invested in Zoom pre-IPO at $5 billion valuation, emphasizing need for disciplined frameworks. https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ “We were within probably a 100 or $200,000,000 of doing a meaningful pre IPO round in Zoom. The company was valued at around $5,000,000,000 compared to where it is two years later.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 discipline